MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.98%    
52th
3-Year: 3.22%    
48th
5-Year: 11.58%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.33%    
17th
3-Year: 3.62%    
75th
5-Year: 1.9%    
80th
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MANAGEMENT

Fund Manager:
Name: Severson
Since: 12/01/2000

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line